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Tony Allen
Tony Allan
+44 (020) 3207 8003

Tony joined Vestra from UBS Wealth Management UK Ltd, where he was a sales and development consultant within the IFA market, working closely with one of the Investment teams. Prior to this Tony was at Laing & Cruickshank having had 13 successful years at AXA Sun Life where he was the youngest Sales Consultant in the UK. Tony is a currently responsible for IFA sales.

Mike Batchelor
Mike Batchelor
+44 (020) 3207 8382

Mike joined Vestra Wealth from Kleinwort Benson in London, where he was Head of Wealth Management. He has more than 20 years experience in the financial services industry, starting his career in Natwest before moving to Coutts in 1997. His previous roles have included private banking, tax structuring, corporate advice, pension consulting and various management positions.

David Blanc
David Blanc
+44 (020) 3207 8034

Prior to joining Vestra Wealth, David held various senior positions at UBS Wealth Management and UBS Investment Bank in the United Kingdom. Most recently he was an Executive Director and Senior Client Adviser at UBS Wealth Management in London and has over 13 years experience advising high net worth individuals with international and complex financial affairs, focusing on UK resident and non domiciled investors. David has Masters Degrees in Finance and Economics, and lectures at Bordeaux University and ESCP-EAP European School of Management.

Peter Brooker
Peter Brooker
+44 (020) 3207 8016

Peter is Head of Operational Planning at Vestra Wealth, having joined from UBS Wealth Management where he oversaw market making projects along with the implementation of the settlement system. He has spent 20 years managing major projects within the Finance Industry, including roles at Natwest, Barings, Goldman Sachs, Robert Fleming, Dresdner Kleinwort Benson, Hoare Govett and Cazenove.

Duncan Carmichael-Jack
Duncan Carmichael-Jack

Duncan joined Vestra Wealth from UBS where he held the position of Joint-Head of UBS UK Ltd. He previously worked at investment boutique Laing & Cruickshank where he held the role of Investment Manager, having spent 5 years at Credit Suisse Asset Management as an equity fund manager. At Vestra Wealth he manages portfolios for Individuals, Trusts and Charities including a number of clients with ethical restrictions. He also manages the Elite Balanced and Elite Income Unit Trusts for which he was awarded an AA Citywire rating in 2007.

Neil Clark
Neil Clark
+44 (020) 3207 8060

Neil manages client portfolios at Vestra Wealth having joined from UBS Wealth Management (UK) Ltd. where he was responsible for the management of an extensive private client customer base, primarily on a discretionary basis. He joined Laing and Cruickshank in 1982 having served a 4 year apprenticeship with McAnally Montgomery and was appointed an Investment Director in 1993. He was an Investment Director at UBS after its takeover of Laing & Cruickshank.

Joe Davies
Joe Davies
+44 (020) 3207 8021

Joe joined Vestra Wealth in 2009 as a member of the business development team from Kleinwort Benson, where his extensive network of intermediaries and professionals was an integral part of the development of the regional team. Prior to Kleinwort Benson Joe worked at Coutts where he gained a number of years experience in advising high net worth private clients and trusts across a wide variety of product areas on both a discretionary and advisory basis.

Matthew Evans
Matthew Evans
+44 (020) 3207 8402

Matthew is a former senior manager at PricewaterhouseCoopers, where he managed the financial planning team in London. In 2003, he joined John Lamb Strategies Limited to run the tax favoured investment team, where he worked closely with UBS Wealth Management in London. He is a founding partner of Vestra Wealth LLP.

Julian Goodman
Julian Goodman
+44 (020) 3207 8106

Julian joined Vestra Wealth from UBS Wealth Management where he was an Executive Director managing approximately £700million in assets. Prior to UBS Wealth Management, Julian was a Partner at Scott Goodman Harris, a partnership of independent financial advisers specialising in high net worth individuals, which was sold to UBS in 2004. Julian has over 18 years experience in advising and managing high net worth individuals, specialising in clients who work within the investment banking sector.

Mark Holden
Mark Holden
+44 (020) 3207 8354

Mark worked as a Stock Broker at ABN Amro & Panmure Gordon, as Head of Hedge Funds, before joining Vestra in January 2009 as Head of Equity Strategy Previously he worked within the Institutional Fund Management sector, running Income, Pension, Growth, Hedge and High Alpha Funds at Royal Insurance, Morgan Grenfell & Threadneedle. He is Chairman of the Equity and Fixed Income Committee and a member of the Investment Committee.

John Jopp
John Jopp
+44 (020) 3207 8120

John was a former Investment Director at UBS Wealth Management where we worked for two years managing discretionary portfolios for private clients, trusts and charities. His previous roles include managing private client portfolios at boutique private client firm Thornhill, where he was also involved in the management of the firm's in-house UK equity fund, and four years at James Capel Investment Management (latterly HSBC Investment Management. John continues to manage discretionary portfolios and sits on the Vestra Wealth Investment Committee.

David Karat
David Karat
+44 (020) 3207 8113

David's career has included being a banking lawyer at Slaughter & May, Head of Financial Institutions Group at Merrill Lynch, Head of Capital Markets at Salomon Brothers, MD Financial Institutions at BZW/ Barclays Capital and a senior partner at Deloitte responsible for Financial Institutions. He has over 30 years of legal, banking and consulting experience, creating flexible and tailored financing solutions to complex strategic and operational issues.

He created Intermezzo Capital, a business focusing on the strategic financing requirements of private equity professionals and other entrepreneurs who wish to create wealth through investing in their own businesses, which formed part of Vestra Wealth in 2009.

Siobhan Lazeris
Siobhan Lazeris
+44 (020) 3207 8017

Prior to joining Vestra Wealth, Siobhan was at Goldman Sachs for 13 years, the last 5 of which she was the London Head of Compliance for the Private Wealth Management division. She has 9 years of experience looking after retail clients, and holds an LLB. She has worked in the compliance sector for more than 16 years and is currently Compliance Officer for Vestra Wealth.

Francoise Marcus
Françoise Marcus
+44 (020) 3207 8033

Françoise was a Director at UBS Wealth Management for almost 5 years, having spent 5 years at JP Morgan Private Bank where she managed an extensive international base of High Net Worth individuals. She advises onshore and offshore High Net Worth individuals on a range of wealth management issues and is particularly experienced in Resident Non-Domiciled affairs, particularly International Pension Plans.

James O'Hegarty
James O'Hegarty
+44 (020) 3207 8049

James joined Vestra Wealth from Albert E Sharp (latterly Barclays Wealth) where he was head of the Pensions & Charities team based in Birmingham. Between 1993 & 1996 he was Managing Director of Asset Management for Barclays Private Banking, Hong Kong where he was responsible for pioneering the use of structured products for Barclays Private Banking worldwide. He also managed the AES UK General Unit Trust. James specialises in discretionary management for private clients, pension funds and charities.

Matthew Osobase
Matthew Osobase
+44 (020) 3207 8089

Matthew joined Vestra from Close Brothers where he was a Private Client Director in the Asset Management division advising clients on setting up Discretionary Managed portfolios, Retirement Planning and Tax Mitigation Strategies. He has previously held roles at J. Rothschild/St. James's Place, Equitable and Robert Fleming.

Neil Pedley
Neil Pedley
+44 (020) 3207 8044

Neil joined Vestra Wealth from UBS WM (UK) Ltd where he was an Executive Director and member of the Management Committee. Prior to this he was at James Capel & Co for more than 20 years, where he served as both deputy head of the Private Client Division and a member of its Management Committee. Neil has over 30 yrs experience in managing mandates for private clients, Trusts, SIPPs and charities, and prides himself on building long-term relationships with his clients.

Lesley Pocock
Lesley Pocock
+44 (020) 3207 8050

Lesley Pocock joined Vestra in September 2009 having previously been a Senior Private Banker at Coutts. She has over 30 years of experience in the financial world and has spent the last 20 years working in the area of private banking. She is bringing to Vestrawealth her extensive experience in managing the financial affairs of wealthy private clients.

Paul Pollard
Paul Pollard
+44 (020) 3207 8353

Paul was an Executive Director and a member of the Management Committee at UBS WM (UK) Ltd before joining Vestra. He started his career with the Royal Bank of Scotland before joining Laing & Cruickshank in 1987 as part of a team managing discretionary portfolios on behalf of private clients, trusts and charities. At Vestra Wealth Paul is Head of the Middle Office.

Jeremy Proffitt
Jeremy Proffitt
+44 (020) 3207 8385

Jeremy previously worked at Newton Investment Management and Lazard Asset Management and was responsible for private client and charities' business development, in addition to being a client relationship manager. Jeremy is a qualified solicitor having trained and practiced at Lawrence Graham. At Vestra Jeremy is responsible for business development.

Sanjay Rijhsinghani
Sanjay Rijhsinghani

Sanjay joined Vestra Wealth from UBS WM (UK) Ltd where he managed institutional funds along with private client money. Previously he was an Investment Director at Laing & Cruickshank, and manager of the OM BD technology fund at Brewin. Sanjay specialises in managing global investment mandates with multi asset class solutions, and has developed the capability to provide a personalised options trading facility for private clients.

Colleen Robinson
Colleen Robinson
+44 (020) 3207 8103

Colleen joined Vestra from UBS WM (UK) Ltd having previously been at Laing & Cruickshank and Credit Suisse. She has worked at Morgan Grenfell (Deutsche Bank) working in both the International Public Sector and Corporate Finance, and at Greig Middleton. Colleen began her career in the Foreign & Commonwealth Office serving in London, Kuwait and Turkey. Currently, she manages discretionary portfolios for private clients and charities.

David Scott
David Scott
+44 (020) 3207 8080

David is a former managing director of UBS in London, where he headed up both the high net worth wealth management and the stockbroking divisions in the UK. Before UBS, he co-founded and was Managing Partner of Scott Goodman Harris, a boutique advisory business that was acquired by UBS in 2004. David is Managing Partner of Vestra Wealth LLP.

Andy Sims
Andy Sims
+44 (020) 3207 8054

Prior to joining Vestra Wealth he was Director at UBS managing discretionary and advisory portfolios on behalf of individuals, charities and trusts. He has over 20 years experience assisting and being directly responsible for managing private client, charity and trust investment portfolios at Quilter Goodison and later Laing & Cruikshank (now UBS Wealth Management UK Ltd).

Ben Snee
Ben Snee
+44 (020) 3207 8403

Ben joined Vestra Wealth from UBS where he was an executive director and senior client adviser. He joined boutique advisory business Scott Goodman Harris in 2003. Scott Goodman Harris subsequently merged with UBS, having trained at PricewaterhouseCoopers in the private client division, specialising in portfolio construction and asset management for high net worth clients. Ben's qualifications include FPC 1, 2 and 3, AFPC (G10, G20, SV1, Pensions etc.) and IMC. He is a founding partner of Vestra Wealth LLP.

Jonathan Sokhanvari
Jonathan Sokhanvari

Prior to joining Vestra Wealth, Jonathan was a business manager for UBS Wealth Management UK Ltd. Prior to that he held the post of Financial Controller, and subsequently IT Director at Laing and Cruickshank. Jonathan has performed senior Finance, IT and Operations roles for 18 years, and is currently responsible for the running of IT and Operations at Vestra Wealth.

Yvonne Soones
Yvonne Soones
+44 (020) 3207 8025

Prior to joining Vestra Wealth, Yvonne held the role of Head of HR for UBS Wealth Management UK, having worked for 14 years initially in the Investment Banking Division then transferring to Wealth Management. Yvonne is Head of the HR department at Vestra Wealth.

Heather Tibbo
Heather Tibbo
+44 (020) 3207 8110

Heather joined Vestra Wealth from Newton Investment Management where she was responsible for private client business development. Previously she was Head of Legal Services at Ogier, London where she was responsible for advising intermediaries, trustees and individuals in relation to offshore trust matters and was jointly responsible for developing the firm's private client fiduciary business. Heather is a Jersey Advocate, having qualified whilst at Ogier in Jersey, as well as being a barrister and solicitor. She is a member of STEP as well as a committee member of the STEP London City branch. Heather is a member of and responsible for coordinating the Intermediary Business Development Team and focuses primarily on international business.

David Turner
David Turner
+44 (020) 3207 8066

Prior to Vestra Wealth David was an Investment Manager at UBS WM (UK) Ltd specialising in discretionary management. His experience within the Wealth Management sector include Investment Manager at Laing & Cruickshank, Senior Investment Director at James Capel & Co (latterly HSBC Investment Management) and Investment Director at Allied Dunbar & Co Ltd. David specialises in discretionary management for private clients, SIPPs/SSASs, trusts and small company portfolios.

Chris Verran
Chris Verran
+44 (020) 3207 8100

Chris was an Investment Director at UBS WM (UK) Ltd prior to joining Vestra Wealth, where he was responsible for over £200m of investment portfolios, providing discretionary management and advice to a range of clients, including private clients, family trusts and small charities.

Zoe Vucicevic
Zoë Vucicevic
+44 (020) 3207 8035

Before joining Vestra Wealth, Zoë spent 8 years in private banking, working for UBS and Bank of Scotland. At UBS she advised high net worth individuals, trusts and SMEs on investment solutions and tax efficient structures (including tax mitigating schemes, personal and company pensions). In addition she provided investment advice to resident non domiciled individuals and off shore trusts. Zoë holds qualifications in investment management and financial planning.

Richard Wayne-Wynne
Richard Wayne-Wynne

Richard was an Investment Director, at UBS WM (UK) Ltd prior to joining Vestra, managing a variety of Private Client portfolios. He has enjoyed roles at Laing & Cruickshank, Credit Suisse and Robert Fleming & Co and is experienced in managing high-net worth private client portfolios.

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